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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,258 | $76,519+68.9% | $56,025+130.7% | $145,897-11.4% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 22.35% | 3017.03%-2994.7pp | 1712.69%-1690.3pp | 552.29%-529.9pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,052 | $2,624+92.5% | $1,955+158.5% | $6,689-24.5% |
| Admin fee / account holder | $4,542 | $3,331+36.4% | $2,828+60.6% | $13,390-66.1% |